The Disciplined Investor

Keeping it simple !

[The Disciplined Investor @InvestXsimple]

$SILVER $SLV yearly top in place on 28 /29 Jan around 118 to 120

[The Disciplined Investor @InvestXsimple]

@purplerain925 👍🏻

[The Disciplined Investor @InvestXsimple]

@aakashgupta @TicTocTick

[The Disciplined Investor @InvestXsimple]

@Mr_Derivatives Even @TicTocTick likes @lulu

[Dividend Hero @HeroDividend]

>Be Leopold Aschenbrenner
>24 years old
>Born ~2001/2002 in Germany
>Son of two doctors
>Attend the John F. Kennedy School in Berlin
>Convince your parents to let you fly alone to the U.S. and enroll at Columbia University at age 15
>Graduate valedictorian in 2021 at age 19 with a B.A. in economics and mathematics-statistics
>Co-found Columbia’s effective altruism chapter
>Do research at Oxford’s Global Priorities Institute and co-author papers on long-term risks
>Join the FTX Future Fund in 2022, then resign before the collapse
>Land on OpenAI’s Superalignment team in 2023 under Ilya Sutskever and Jan Leike
>Write an internal security memo warning about industrial espionage and China risks
>Get fired in April 2024 over an alleged information leak (which you dispute)
>Two months later drop a 165-page manifesto titled Situational Awareness: The Decade Ahead predicting AGI around 2027 and runaway superintelligence
>Watch it go wildly viral (even Ivanka Trump praises it)
>Found Situational Awareness LP in late 2024 with ~$225 million, backed by the Collison brothers, Nat Friedman, Daniel Gross and others
Bet heavily on AI infrastructure—power, memory chips, data-center proxies, Bitcoin miners, CoreWeave, Nebius, Bloom Energy, Micron, Sandisk and more—while running high leverage
>Compound the fund to an estimated $20–24 billion AUM by mid-2026 with ~439% net gains since inception
>Get engaged to Avital Balwit (chief of staff to Anthropic’s CEO) and live in San Francisco
>Then, in late July 2026, after a brutal AI stock rout (many positions down >35%), shorts moving against you, and margin pressure from up to 4x leverage, liquidate the entire public equity book—longs and shorts—in one massive block trade to a single buyer
And he did it all by writing a prophetic essay, going all-in on the power-and-compute bottleneck, and riding the AI wave harder and faster than almost anyone.

Leopold Aschenbrenner is absolutely insane

[Afee @Afeemetax]

@DeItaone Russia turning to India for gasoline shows the heavy toll of Ukrainian strikes on its refineries. Even a top oil producer faces domestic shortages forcing imports.

[The Disciplined Investor @InvestXsimple]

@elonmusk Why don't you focus on your own f*** country

[The Disciplined Investor @InvestXsimple]

@StockShark16 🤣🤣

[The Disciplined Investor @InvestXsimple]

@StockShark16

[The Disciplined Investor @InvestXsimple]

@PehnDiSiri @TicTocTick

[The Disciplined Investor @InvestXsimple]

@awkwardgoogle That clever sheep is Iran and the dumb one is Iran 😅 @TicTocTick

[The Disciplined Investor @InvestXsimple]

@DeItaone

[The Disciplined Investor @InvestXsimple]

@StockShark16 Funniest tweet I have read in a while 🤣

[The Disciplined Investor @InvestXsimple]

@tparsi @grok how many synagogue in Iran compared to Israel

[The Disciplined Investor @InvestXsimple]

@amitisinvesting Dude you are tweeting something happened hours before. How about something useful. Are you sh**ing to open your portfolio?

[John Hussain @johnhussainpres]

Life in Tehran during War.

X has reduced my reach. Please spread this!!

[The Disciplined Investor @InvestXsimple]

@TicTocTick ES limit down soon

[The Disciplined Investor @InvestXsimple]

@TicTocTick puts flying

[The Disciplined Investor @InvestXsimple]

@TicTocTick Yes. I have loaded puts

[The Disciplined Investor @InvestXsimple]

@TicTocTick Yes. I have loaded puts

[The Disciplined Investor @InvestXsimple]

@_alice_evans @jburnmurdoch Wow Italy !

[The Disciplined Investor @InvestXsimple]

@RentYourStocks $AAOI